WISDOMTREE TR (WCLD)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
87
Reporting holders
$133.5M
Reported value
1.2%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $40.6M | 1,266,086 | 0.00% | 23q | -2.5%-$1.0M |
| BANK OF NOVA SCOTIA | $22.9M | 713,468 | 0.03% | new | NEW |
| Endurance Services Ltd | $11.4M | 354,500 | 1.74% | 11q | HELD |
| Clearwater Capital Advisors, LLC | $9.4M | 294,035 | 0.69% | 24q | +12.7%+$1.1M |
| Selective Wealth Management, Inc. | $7.2M | 206,798 | 1.89% | 20q | -1.6%-$113.5K |
| MORGAN STANLEY | $5.0M | 157,535 | 0.00% | 25q | +55.4%+$1.8M |
| UBS Group AG | $4.1M | 126,998 | 0.00% | 24q | +9.6%+$356.8K |
| BANK OF AMERICA CORP /DE/ | $3.1M | 97,908 | 0.00% | 25q | -44.0%-$2.5M |
| JPMORGAN CHASE & CO | $2.4M | 77,421 | 0.00% | 19q | +3456.3%+$2.4M |
| CITADEL ADVISORS LLC | $2.4M | 43,607 | 0.00% | 2q | +297.0%+$1.8M |
| IEQ CAPITAL, LLC | $2.2M | 68,605 | 0.01% | 10q | -48.0%-$2.0M |
| Arax Advisory Partners | $1.9M | 58,532 | 0.01% | 3q | +222.4%+$1.3M |
| Tower Research Capital LLC (TRC) | $1.5M | 46,341 | 0.04% | 5q | +237.8%+$1.0M |
| GTS SECURITIES LLC | $1.3M | 42,008 | 0.03% | 2q | +52.4%+$463.0K |
| LPL Financial LLC | $1.3M | 39,063 | 0.00% | 25q | -15.0%-$220.4K |
| Yarbrough Capital, LLC | $1.2M | 38,565 | 0.04% | 17q | HELD |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $877.6K | 27,378 | 0.02% | 24q | -18.0%-$192.5K |
| IHT Wealth Management, LLC | $805.4K | 25,125 | 0.02% | 2q | -3.8%-$32.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $791.5K | 7,889 | 0.00% | 19q | -86.0%-$4.8M |
| ROYAL BANK OF CANADA | $733.0K | 22,866 | 0.00% | 25q | -33.9%-$376.1K |
| TWO SIGMA SECURITIES, LLC | $651.7K | 20,329 | 0.06% | 2q | +113.5%+$346.4K |
| Bramshill Investments, LLC | $641.1K | 20,000 | 0.05% | new | NEW |
| Wealthfront Advisers LLC | $614.1K | 19,158 | 0.00% | 20q | -36.1%-$347.6K |
| Joseph P. Lucia & Associates, LLC | $603.5K | 18,828 | 0.18% | 24q | -7.4%-$48.0K |
| Cetera Investment Advisers | $602.8K | 18,805 | 0.00% | 23q | -16.9%-$122.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $588.7K | 18,366 | 0.03% | 13q | +33.6%+$147.9K |
| Bison Wealth, LLC | $581.6K | 17,045 | 0.05% | 3q | -1.1%-$6.3K |
| Cypress Point Wealth Management, LLC | $565.2K | 17,633 | 0.11% | 10q | HELD |
| Cerity Partners LLC | $490.6K | 15,303 | 0.00% | 12q | -19.3%-$117.1K |
| RAYMOND JAMES FINANCIAL INC | $471.4K | 14,705 | 0.00% | 7q | +94.2%+$228.7K |
| WELLS FARGO & COMPANY/MN | $452.3K | 14,110 | 0.00% | 24q | -58.9%-$649.1K |
| PINEBRIDGE INVESTMENTS LLC | $440.0K | 13,725 | 0.00% | new | NEW |
| Merit Financial Group, LLC | $431.4K | 13,458 | 0.00% | 3q | +83.7%+$196.5K |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $420.0K | 13,103 | 0.04% | 13q | HELD |
| Capital Square, LLC | $324.6K | 9,586 | 0.14% | new | NEW |
| Trexquant Investment LP | $320.5K | 9,998 | 0.00% | 3q | -15.0%-$56.6K |
| Curi Capital, LLC | $288.5K | 9,000 | 0.00% | 7q | -95.3%-$5.8M |
| Advisory Services Network, LLC | $285.2K | 8,898 | 0.00% | 9q | -1.9%-$5.6K |
| Perigon Wealth Management, LLC | $277.0K | 8,642 | 0.00% | 8q | +10.6%+$26.4K |
| Oxler Private Wealth LLC | $271.2K | 8,460 | 0.08% | 23q | -2.6%-$7.2K |
| Comprehensive Financial Consultants Institutional, Inc. | $259.9K | 8,107 | 0.07% | new | NEW |
| OSAIC HOLDINGS, INC. | $256.5K | 8,002 | 0.00% | 26q | -3.7%-$9.7K |
| HighTower Advisors, LLC | $254.5K | 7,938 | 0.00% | 22q | -28.9%-$103.4K |
| XTX Topco Ltd | $248.5K | 7,752 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $240.8K | 7,511 | 0.00% | 25q | -8.9%-$23.4K |
| Osbon Capital Management LLC | $218.9K | 6,827 | 0.17% | 3q | -19.5%-$53.1K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $183.0K | 5,710 | 0.01% | 7q | HELD |
| Stelac Advisory Services LLC | $178.3K | 5,561 | 0.03% | 2q | HELD |
| Smartleaf Asset Management LLC | $171.7K | 5,442 | 0.01% | 11q | HELD |
| FRANKLIN RESOURCES INC | $167.4K | 5,222 | 0.00% | 24q | HELD |
| Larson Financial Group LLC | $139.0K | 4,335 | 0.00% | 9q | -1.7%-$2.4K |
| Keating Financial Advisory Services, Inc. | $115.3K | 3,597 | 0.02% | 3q | -7.6%-$9.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $86.8K | 2,709 | 0.00% | 24q | HELD |
| Y.D. More Investments Ltd | $85.0K | 2,651 | 0.00% | 15q | -5.4%-$4.8K |
| Rockefeller Capital Management L.P. | $59.1K | 1,842 | 0.00% | 4q | -11.0%-$7.3K |
| MCF Advisors LLC | $35.3K | 1,100 | 0.00% | 2q | HELD |
| FMR LLC | $28.0K | 875 | 0.00% | 14q | +92.7%+$13.5K |
| US BANCORP \DE\ | $24.0K | 750 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $20.3K | 634 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $19.2K | 600 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $16.0K | 500 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $15.2K | 475 | 0.00% | 25q | HELD |
| AlphaCore Capital LLC | $14.2K | 442 | 0.00% | 3q | -36.1%-$8.0K |
| Farther Finance Advisors, LLC | $13.8K | 430 | 0.00% | 6q | HELD |
| Versant Capital Management, Inc | $12.8K | 400 | 0.00% | 22q | HELD |
| Asset Dedication, LLC | $12.8K | 399 | 0.00% | 25q | HELD |
| Carolina Wealth Advisors, LLC | $11.3K | 354 | 0.00% | 24q | -42.7%-$8.5K |
| Global Retirement Partners, LLC | $11.2K | 350 | 0.00% | 16q | HELD |
| Lavaca Capital LLC | $10.9K | 339 | 0.00% | 3q | HELD |
| LANARK FINANCIAL, INC. | $9.1K | 284 | 0.00% | 3q | HELD |
| Continuum Advisory, LLC | $8.0K | 250 | 0.00% | new | NEW |
| Costello Asset Management, INC | $6.4K | 200 | 0.00% | 6q | HELD |
| Frazier Financial Advisors, LLC | $5.4K | 168 | 0.00% | 9q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.3K | 160 | 0.00% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $5.2K | 162 | 0.00% | 5q | HELD |
| Founders Financial Alliance, LLC | $4.8K | 150 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $3.2K | 100 | 0.00% | 16q | HELD |
| BANK OF MONTREAL /CAN/ | $2.8K | 86 | 0.00% | 24q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $2.1K | 64 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $1.9K | 58 | 0.00% | 7q | HELD |
| Glen Eagle Advisors, LLC | $1.1K | 33 | 0.00% | 22q | HELD |
| FIFTH THIRD BANCORP | $962 | 30 | 0.00% | 2q | HELD |
| SHP Wealth Management | $866 | 27 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $820 | 25,586 | 0.00% | 25q | +77.4% |
| Clearstead Advisors, LLC | $802 | 25 | 0.00% | 9q | HELD |
| TD Waterhouse Canada Inc. | $332 | 10 | 0.00% | 2q | HELD |
| Financial Management Professionals, Inc. | $32 | 1 | 0.00% | 5q | HELD |
| Downshift Financial, LLC | $32 | 1 | 0.00% | new | NEW |
| First PREMIER Bank | $18 | 574 | 0.00% | 25q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 87 | $133.5M | 4,096,543 | 12 | 14 | 29 | 1.2% |
| Q1 2026 | 91 | $110.7M | 4,050,804 | 16 | 24 | 24 | 0.0% |
| Q4 2025 | 98 | $105.6M | 3,036,000 | 17 | 18 | 28 | 0.0% |
| Q3 2025 | 82 | $116.5M | 3,303,157 | 9 | 16 | 32 | 0.4% |
| Q2 2025 | 88 | $151.9M | 4,126,316 | 10 | 22 | 28 | 1.7% |
| Q1 2025 | 91 | $168.1M | 5,108,449 | 13 | 24 | 30 | 1.4% |
| Q4 2024 | 97 | $194.1M | 5,172,416 | 12 | 22 | 27 | 0.1% |
| Q3 2024 | 97 | $161.4M | 5,047,841 | 9 | 13 | 43 | 0.1% |
| Q2 2024 | 104 | $194.7M | 6,155,800 | 13 | 20 | 34 | 0.3% |
| Q1 2024 | 110 | $246.0M | 6,988,472 | 17 | 20 | 33 | 1.3% |
| Q4 2023 | 119 | $220.2M | 6,052,170 | 10 | 18 | 50 | 4.5% |
| Q3 2023 | 114 | $206.9M | 6,915,504 | 12 | 24 | 38 | 1.0% |
| Q2 2023 | 114 | $220.5M | 6,903,265 | 11 | 20 | 44 | 0.9% |
| Q1 2023 | 118 | $182.2M | 6,134,651 | 19 | 23 | 43 | 1.3% |
| Q4 2022 | 107 | $169.2M | 6,556,371 | 18 | 23 | 38 | 2.8% |
| Q3 2022 | 127 | $172.1M | 6,367,835 | 10 | 27 | 51 | 1.1% |
| Q2 2022 | 138 | $232.7M | 7,985,732 | 15 | 31 | 65 | 3.8% |
| Q1 2022 | 163 | $275.6M | 6,595,020 | 22 | 38 | 68 | 2.0% |
| Q4 2021 | 196 | $391.6M | 7,327,239 | 23 | 57 | 53 | 3.1% |
| Q3 2021 | 179 | $418.1M | 7,201,496 | 18 | 62 | 51 | 0.6% |
| Q2 2021 | 182 | $426.6M | 7,589,100 | 15 | 73 | 52 | 0.5% |
| Q1 2021 | 184 | $362.8M | 7,472,236 | 40 | 67 | 44 | 0.5% |
| Q4 2020 | 165 | $354.7M | 6,595,435 | 45 | 58 | 26 | 0.3% |
| Q3 2020 | 117 | $242.5M | 5,665,186 | 49 | 42 | 13 | 0.0% |
| Q2 2020 | 77 | $100.8M | 2,573,455 | 71 | 4 | 0 | 0.0% |
| Q1 2020 | 6 | $5.0M | 166,605 | 4 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $1.8M | 32,819 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 2 | $3.0M | 84,185 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $1.8M | 32,783 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $1.8M | 32,783 | 1 | 0 | 0 | 0.0% |